Jane Guide.

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Printing or Emailing Receipts

You can print, re-print, or email a receipt any time after a patient has been billed.

For recent transactions, the quickest way to print or email receipts is to click on the appointment in the schedule to show the Appointment pane.

Click on the down arrow button affixed to the right side of the View button. From the drop-down menu, select “Print receipt” or “Email receipt”.

For older transactions, how you can email past visits may be limited by your access level.

For Practitioner or Front Desk staff:

Begin by opening the Patient’s profile. You can do this either by searching for their name in the Patient Search field and clicking the Profile icon, or by opening the Patients view and selecting them from the Patient List. Once the patient’s profile has been opened, click on the Appointments tab.

From here you can select the past visit to bring open the appointment side panel (the same view as you’d get from selecting the visit on the schedule). Click on the arrow beside the Pay button to print or email the receipt for that visit.

For Administrative and Full Access staff:

Once the patient’s profile has been opened, click on the Billing tab.

Locate the transaction in the Purchases table. To reduce the number of transactions shown in the Purchases table, use the Filter toolbar.

In the rightmost column of the transaction’s row in the Purchases table, click on the down arrow button affixed to the right side of the View button. From the drop-down menu select “Print Receipt” to print the receipt.

A printable version of the receipt will appear onscreen, with some buttons to either print the receipt or render it into a PDF.

If you’re looking to send more information one a single statement check out this help document.